Center for Financial Planning’s Li Auto LI Stock Holding History

Center for Financial Planning’s Portfolio LI Stock Details LI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-225	Closed	-$7.9K	–	556
2023 Q2	$7.9K	Hold	225	–	–	﹤0.01%	405
2023 Q1	$5.61K	Hold	225	–	–	﹤0.01%	408
2022 Q4	$4.59K	Hold	225	–	–	﹤0.01%	416
2022 Q3	$5K	Hold	225	–	–	﹤0.01%	427
2022 Q2	$9K	Hold	225	–	–	﹤0.01%	366
2022 Q1	$6K	Hold	225	–	–	﹤0.01%	423
2021 Q4	$7K	Hold	225	–	–	﹤0.01%	411
2021 Q3	$6K	Hold	225	–	–	﹤0.01%	400
2021 Q2	$8K	Hold	225	–	–	﹤0.01%	388
2021 Q1	$6K	Hold	225	–	–	﹤0.01%	435
2020 Q4	$6K	Buy	+225	New	+$6.17K	﹤0.01%	387

Other funds holding LI

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Xiamen Xinweidachuang Investment Partnership Xiamen, China $87.8M AUM 29.25% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Two Sigma Advisers

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

Brilliance Asset Management Admiralty, Hong Kong, Hong Kong $339M AUM 9.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return